Organizing Org Chart Seats
Add, remove, and reorganize seats on the Org Chart.
Table of Contents
Create a New Seat and Assign a Person
People with Manager or higher permissions can create new seats in the Org Chart.
- Add a seat by selecting the plus sign in the bottom left-hand corner. The new seat is placed one level below the seat selected.
- Assign a person to a seat by selecting the Person icon.
Note: A person needs to be on the Directory before a Manager can add them to the Org Chart. Learn how to Add a Person here.
Delete a Seat
Delete a seat by clicking the ellipses and then the Trashcan icon. A seat can only be deleted if there are no seats below it.
Move a Seat
To move an existing seat to a different supervisor, select the crosshairs arrow and select the new parent seat.
Collapse/Expand to View Specific Teams
Collapse/Expand all seats by selecting the arrow in the bottom center.
Rearrange
Finally, when multiple seats are on the same level, use the right and left arrows to organize how the seats are placed.